Meet Our Expert Team
The CW Advisors team embodies a wealth of experience and specialized knowledge across financial practices. Our experts collaborate to offer you consistent, informed guidance designed to enhance and protect your wealth. Get to know our dedicated team.
Scott Dell’Orfano
Chief Executive Officer
Paul Lonergan
Chairman of the Board
Ken Zannoni, CFP®
President,
Chief Wealth Officer
Chief Wealth Officer
Rich Villiotte
President,
Chief Operating Officer
Chief Operating Officer
Jennifer DeSisto, CFA, CAIA®
Chief Investment Officer
Erin Wendell, CPA
Chief Financial Officer
Michael Galvin, CFP®
Executive Managing Director
Candace Cavalier, Esq.
Chief Compliance Officer,
General Counsel
General Counsel
Tamara Gardner, SPHR®
Chief People & Culture Officer
Nedim Celik, CISSP, PMP®
Vice President,
Information Technology,
Chief Information Security Officer
Information Technology,
Chief Information Security Officer
Robert Driscoll, MBA
National Sales Manager
Michael Joyce, CFA, CFP®
Executive Managing Director,
Mid-Atlantic Leader
Mid-Atlantic Leader
Kristin Tucker, CFP®
Vice President,
Integration & Client Experience
Integration & Client Experience
Nelly Xavier
Managing Director